Jefferies Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.36M | Sell |
80,000
-109,200
| -58% | -$12.5M | 0.07% | 226 |
|
|
2022
Q2 | $21.3M | Buy |
189,200
+64,300
| +51% | +$7.97M | 0.18% | 87 |
|
|
2022
Q1 | $17M | Sell |
124,900
-35,100
| -22% | -$5.18M | 0.11% | 149 |
|
|
2021
Q4 | $25.3M | Buy |
+160,000
| New | +$26.3M | 0.15% | 110 |
|
|
2020
Q4 | – | Sell |
-20,000
| Closed | -$1.93M | – | 1675 |
|
|
2020
Q3 | $1.93M | Sell |
20,000
-1,600
| -7% | -$157K | 0.02% | 586 |
|
|
2020
Q2 | $2.03K | Buy |
21,600
+17,400
| +414% | +$1.65M | 0.02% | 545 |
|
|
2020
Q1 | $378K | Sell |
4,200
-94,200
| -96% | -$11.4M | ﹤0.01% | 1422 |
|
|
2019
Q4 | $13.7M | Buy |
98,400
+19,900
| +25% | +$2.55M | 0.11% | 164 |
|
|
2019
Q3 | $9.24M | Buy |
78,500
+34,600
| +79% | +$3.91M | 0.07% | 249 |
|
|
2019
Q2 | $4.91M | Buy |
43,900
+19,600
| +81% | +$2.16M | 0.04% | 480 |
|
|
2019
Q1 | $2.46M | Sell |
24,300
-11,100
| -31% | -$1.14M | 0.02% | 803 |
|
|
2018
Q4 | $3.46M | Sell |
35,400
-9,700
| -22% | -$1.03M | 0.03% | 570 |
|
|
2018
Q3 | $5.09M | Buy |
45,100
+39,900
| +767% | +$4.53M | 0.03% | 522 |
|
|
2018
Q2 | $542K | Sell |
5,200
-98,700
| -95% | -$10.8M | ﹤0.01% | 1546 |
|
|
2018
Q1 | $11.4M | Sell |
103,900
-46,500
| -31% | -$5.27M | 0.06% | 226 |
|
|
2017
Q4 | $16.1M | Buy |
150,400
+10,200
| +7% | +$1.03M | 0.08% | 181 |
|
|
2017
Q3 | $13.4M | Buy |
140,200
+4,800
| +4% | +$443K | 0.09% | 201 |
|
|
2017
Q2 | $12.4M | Sell |
135,400
-5,600
| -4% | -$483K | 0.08% | 224 |
|
|
2017
Q1 | $12.4M | Sell |
141,000
-37,800
| -21% | -$3.33M | 0.09% | 205 |
|
|
2016
Q4 | $15.4M | Buy |
178,800
+131,500
| +278% | +$10M | 0.09% | 220 |
|
|
2016
Q3 | $3.15M | Sell |
47,300
-118,500
| -71% | -$7.73M | 0.02% | 733 |
|
|
2016
Q2 | $10.3M | Buy |
165,800
+115,700
| +231% | +$7.23M | 0.05% | 283 |
|
|
2016
Q1 | $2.97M | Sell |
50,100
-6,800
| -12% | -$397K | 0.02% | 681 |
|
|
2015
Q4 | $3.76M | Buy |
56,900
+19,800
| +53% | +$1.29M | 0.02% | 583 |
|
|
2015
Q3 | $2.26M | Sell |
37,100
-121,300
| -77% | -$7.94M | 0.01% | 834 |
|
|
2015
Q2 | $10.7M | Buy |
+158,400
| New | +$10.3M | 0.06% | 273 |
|
|
2015
Q1 | – | Sell |
-50,000
| Closed | -$3.13M | – | 2250 |
|
|
2014
Q4 | $3.13M | Buy |
+50,000
| New | +$3.01M | 0.02% | 551 |
|
|
2014
Q1 | – | Sell |
-58,600
| Closed | -$3.43M | – | 2218 |
|
|
2013
Q4 | $3.43M | Sell |
58,600
-50,000
| -46% | -$2.74M | 0.02% | 412 |
|
|
2013
Q3 | $5.61M | Buy |
+108,600
| New | +$5.83M | 0.05% | 296 |
|
Other funds holding JPM
Jefferies Group's JPM Position: Q3 2022 in Review
Jefferies Group increased its JPMorgan Chase (JPM) stake by 29% in Q3 2022, buying an estimated $2.43M and bringing the position to 94,234 shares worth $9.85M. The position accounts for 0.08% of the portfolio, ranked #191.
Jefferies Group first reported a position in JPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $16M in Q4 2014. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.
- Jefferies Group held 94,234 shares of JPMorgan Chase worth $9.85M as of Q3 2022.
- Jefferies Group bought 21,182 JPMorgan Chase shares in Q3 2022, an estimated $2.43M.
- JPMorgan Chase made up 0.08% of Jefferies Group's portfolio in Q3 2022, its #191 holding.
- Jefferies Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 38 quarters since.
- Jefferies Group's JPMorgan Chase position peaked at $16M in Q4 2014.
- 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.
Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.